# Habush Habush & Rottier, S.C. DC Plan
Source: https://planprovider.pro/companies/habush-habush-rottier-s-c-plan

> Habush Habush & Rottier, S.C.'s DC plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Habush Habush & Rottier, S.C.

- **Sponsor EIN:** 391272599

- **Sponsor Address:** 150 E. GILMAN SUITE 2000, MADISON, WI, 53703

- **Plan Type:** DC

- **Total Participants:** 133

- **Total Assets:** $58.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|133|$58.5M|$2.1M|$1.1M|

| 2023|131|$52.0M|$1.4M|$1.0M|

| 2022|131|$45.7M|$1.5M|$920,805|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MORGAN STANLEY|INVESTMENT ADVISOR|$74,378|—|$74,378|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$38,373|—|$38,373|

| DUFEK & COMPANY|AUDITOR|$7,500|—|$7,500|

| DUFEK & CO.|Auditor|$7,500|—|$7,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [DUFEK & CO.](https://planprovider.pro/provider/dufek-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,751

- **Estimated Expense Ratio:** 0.218% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$120,251|$74,378|—|$7,500|—|

| 2023|$108,601|$68,056|—|$7,500|—|

| 2022|$105,969|—|$105,969|—|—|

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